AAPL Up In Down Market Stocks are off on the final trading day of the year. Shares of AAPL, however, are up as investors look towards earnings season. Catalysts include iPhone upgrade cycles and adoption; update to the
iPad in early 2012; continued market share growth of the Mac business line; penetration in China and emerging markets; the evolution and potential re-conception of
Apple TV; and platforms such as Siri, mobile advertising (iAd), books and publishing, gaming, mapping and social (
Ping). Shares of Apple trade at
9x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).
This Year At Apple: 2011 In Review (The Next Web)Each year is a big year for Apple. This year is no different:
- Mac App Store Launch
- AT&T Loses iPhone Exclusivity
- Surpasses 10 Billion App Downloads
- Designs For Spaceship Campus
- In-App Subscriptions Launch
- Mac OS X Lion And iOS 5
- Introduction of the iPad 2 And iPhone 4S
- Loss Of A Visionary, Steve Job Passes Away
And so much more.
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Most Small And Mid-Sized Businesses Plan On Buying iPad (AppleInsider) A new survey of small- and medium-sized businesses in the U.S. found that 73% plan to buy tens of thousands of dollars worth of tablets in the next 12 months, and most of those purchases will be Apple's iPad, according to the NPD Group. This is in line with what Apple officials have repeatedly boasted. In the latest quarterly earnings call, executives revealed that 90% of the Fortune 500 were deploying or testing the iPad, just 18 months since it first debuted.
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Apple Needs To Innovate To Keep In The Race (Financial Times) Apple faces key challenges in refreshing some of its core product lines in the face of rising competition. The company faces competition from all angles: Android, cheaper tablets, etc. And industry analysts believe Apple needs to do much more in 2012 in to stay ahead of rivals as well as retain employees. Meaning, exploring new areas of technology. The company has led the market over the last decade and competitors have begun to be "fast followers." We'll see if they can keep it up.
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App Downloads Up 83% From Last Year (TechCrunch) Marketing technology company Fiksu tracked the impact of the iPhone 4S on iPhone app downloads and found that download volume of the top 200 free apps increased 15% from October’s previous record high of 4.91 million daily downloads. That’s a remarkable number, when you think about it. And it shows how it’s very much still the early days for the mobile app ecosystem.
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Apple To Unveil Two Versions Of Next-Generation iPad? (DigiTimes) Apple is set to unveil its next-generation iPad, which will come in two versions, at iWorld (scheduled for January 26, 2012 and not an official Apple event) according to sources at supply chain partners. The new models will demonstrate Apple's complete iPad series targeting the entry-level, mid-range and high-end market segments. The iPad 2 will be competing directly with
Amazon's Kindle Fire in the price-sensitive market segment, while the new models will focus on the mid-range and high-end segments respectively. I don't know.
Sounds bogus to me.
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Apple's Patent War Is Hurting The Company... (BusinessWeek) Steve Jobs told his biographer that he’d rather wage “thermonuclear war” with
Google than make deals to share its technology. That was no empty threat. That said Kevin Rivette, a managing partner at 3LP Advisors, believes "it doesn’t optimize the value of their patents -- because people will get around them. It’s like a dam. Using their patents to keep rivals out of the market is like putting rocks in a stream. The stream is going to find a way around. Wouldn’t it be better to direct where the water goes?” Working toward settlements sooner would help Apple and its rivals maintain the fast pace of innovation.
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...However Apple Could Get $10 Per Android Handset (Business Insider) As Apple continues to fight its patent war against Android manufacturers, those rivals are still finding ways to skirt around the patents. The result could be Apple taking as much as $10 per Android handset sold. It's not as outrageous as it sounds.
Microsoft already snags $5 for ever HTC handset sold, thanks to a patent settlement between the two companies.
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